Audience

Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients

About Dynamic Planner

Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Be confident that you are ensuring investment suitability for your clients through engaging financial plans. Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use. Insightful reporting in Dynamic Planner helps firms grow client relationships and provide greater value. We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Using Dynamic Planner’s award-winning psychometric risk profiling questionnaires you can ensure nothing is lost in translation throughout your financial planning process with one definition of risk. Accurately risk profiling your client has never been so vital.

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Pricing

Starting Price:
$198.30 per month

Integrations

API:
Yes, Dynamic Planner offers API access
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Ratings/Reviews

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Company Information

Dynamic Planner
Founded: 2010
United Kingdom
www.dynamicplanner.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Online

Dynamic Planner Frequently Asked Questions

Q: What kinds of users and organization types does Dynamic Planner work with?
Q: What languages does Dynamic Planner support in their product?
Q: What kind of support options does Dynamic Planner offer?
Q: What other applications or services does Dynamic Planner integrate with?
Q: Does Dynamic Planner have an API?
Q: What type of training does Dynamic Planner provide?
Q: How much does Dynamic Planner cost?

Dynamic Planner Product Features

Dynamic Planner Additional Categories